Our Firm

Anthony Izzo and Associates is a financial services firm committed to helping people achieve their financial goals. Through Voya Financial Advisors, we offer a wide range of financial products and services to individuals and business owners.  By providing sound financial information, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task.  That's where Anthony Izzo and Associates comes in. We're trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy.

Our goal as a financial professionals is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, we can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation.

The process we follow in completing a total financial strategy consists of:

  1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
     
  2. Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and
     
  3.  Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

We focus on retirement planning in both the asset accumulation and income distribution components of retirement planning as well as the ongoing wealth management of the estate conservation, we can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
     
  • How much money will I need in order to retire?
     
  • What are my 401(k) plan distruibution options?
     
  • Should I have a traditional IRA or a Roth IRA?
     
  • Do I need disability income insurance? Long-term care insurance? 
     
  • How can I ensure that my children receive as much as possible from my estate?
     
  • What do I need to know about wills*, trusts, and probate?

Through our broker/dealer Voya Financial Advisors, we offer financial products and services tailored to your individual needs. Please call us at (631)755-0850 if you have any questions about our firm or the range of financial products and services available.

* Neither Voya Financial Advisors nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation.